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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,607 | $167,353-79.9% | $143,797-76.6% | $134,545-75.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.67% | 0.48%-14.1pp | -0.04%-13.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $4,888 | $5,620-13.0% | $4,952-1.3% | $4,742+3.1% |
| Participant deferral / active EE | $4,492 | $6,447-30.3% | $5,638-20.3% | $6,401-29.8% |
| Admin fee / account holder | $371 | $18,096-97.9% | $14,679-97.5% | $11,431-96.8% |